Celebrate Closed Deals on WhatsApp
Stop missing the moment. When a deal closes in Hubspot, send an instant celebration and gratitude message on WhatsApp--building goodwill for the next project.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Deals close and you move on. No personal acknowledgment, no thank you message. This misses an opportunity to deepen the relationship.
- Acknowledge wins with immediate gratitude
- Build stronger client relationships after signing
- Automate post-deal touchpoints
- Maintain momentum for upsells and referrals
Setup
Build it in a few focused steps.
- 1Ensure Hubspot and WhatsApp are integrated with Notis
- 2Create an automation: Send a congratulations message to the contact when their deal reaches Closed Won status
- 3Set Deal Stage Updated as the trigger and specify the stage as Closed Won
- 4Include a personal touch in your prompt: Thank them for choosing us and express excitement about working together
- 5Select your reporting channel
- 6Verify with a real deal closure that the message sends
Questions about this workflow
Which deal stage should I use?
Trigger on Closed Won to celebrate successful deals. You can create separate automations for Closed Lost with a different recovery message if desired.
Will internal team members get the message?
No. The automation looks for the deal owner's associated contact in WhatsApp and sends the message to them. Internal team members aren't contacted.
Can I include a special offer in the celebration message?
Yes. Mention it in your automation prompt, like Include a mention of a 20% discount on add-on services. Notis will weave it naturally into the message.
How quickly does the message send after the stage change?
Within seconds. The moment the deal stage is updated to Closed Won in Hubspot, Notis triggers the WhatsApp message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.
Hubspot triggers
Whatsapp actions
Contact Created Trigger
Contact Created Trigger
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Not just Hubspot and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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